Financial Planner Investment Advisor

Karnataka (IN)
As per the candidate's performance
Sep 25, 2019
Nov 24, 2019
Industry Sector
Employment Type
Full Time

You are a proactive and talented person who has a passion for working hard. You understand that your success is tied to the success of and are dedicated to doing what it takes to win, you shall be responsible for providing holistic financial planning & Investment Advisory to clients

Role Description

 Help clients understand their personal finance by Engaging with them: Understand their financial goals, current financial position, cash flows etc.  

Enabling them to get to a better place and fund their goals by: Drawing-up a detailed financial plan , Doing asset allocation across long-term and short-term goals, into appropriate asset classes of equity and debt, Comprehensively document interactions and the advice being provided

Drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition.  Ensure adherence to internal and external financial advisory guidelines and Risk

The ideal candidate will be a Graduate in any stream. Post Graduate / MBA from Premier institutes and with One or more of these certifications:  Investment Adviser X-A and X-B certifications from NISM, or Certified Financial Planner (CFP) from FPSB, or Chartered Financial Analyst (CFA) from CFA Institute

 Preferably with 2-3 years of experience in wealth management or financial planning firm.